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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,109 hedge funds and large institutions have $9B invested in SPDR S&P Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 290 increasing their positions, 492 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,109
Holders Change
-8
Holders Change %
-0.72%
% of All Funds
16.07%
Holding in Top 10
45
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-15.09%
% of All Funds
0.65%
New
80
Increased
290
Reduced
492
Closed
66
Calls
$13.1M
Puts
$2.18M
Net Calls
+$10.9M
Net Calls Change
+$9.09M

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$66.8M
2
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
+$48.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$37.2M
4
PCG
Prosperity Consulting Group
Maryland
+$10M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.37M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$680M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$158M
3
Bank of America
Bank of America
North Carolina
-$75.2M
4
MB
Mizuho Bank
Japan
-$47.5M
5
UBS Group
UBS Group
Switzerland
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
626
Berkshire Bank
Massachusetts
$524K -$382K -2,909 -42%
HSA
627
HBK Sorce Advisory
Pennsylvania
$521K +$251K +1,910 +93%
SWM
628
Selective Wealth Management
Virginia
$520K -$4.09K -32 -0.8%
MTIC
629
Missouri Trust & Investment Company
Missouri
$520K – – –
ITIM
630
Indiana Trust & Investment Management
Indiana
$519K – – –
ACA
631
Aptus Capital Advisors
Alabama
$517K +$11.7K +89 +2%
TI
632
Truepoint Inc
Ohio
$517K – – –
SAM
633
Sawgrass Asset Management
Florida
$517K +$14.7K +112 +3%
FAB
634
First American Bank
Illinois
$516K – – –
RA
635
Rodgers & Associates
Pennsylvania
$513K -$65.6K -500 -11%
CB
636
Commerce Bank
Missouri
$508K +$13.1K +100 +3%
Empower Advisory Group
637
Empower Advisory Group
Colorado
$508K +$12.2K +93 +2%
MAA
638
Matrix Asset Advisors
New York
$505K – – –
DFA
639
DHJJ Financial Advisors
Illinois
$504K -$6.56K -50 -1%
GFPC
640
Global Financial Private Client
Florida
$503K -$20.9K -160 -4%
APWA
641
Atlas Private Wealth Advisors
New Jersey
$503K -$675K -5,147 -57%
WCFA
642
Walkner Condon Financial Advisors
Wisconsin
$499K -$131K -1,000 -21%
CGIM
643
Cannon Global Investment Management
Florida
$499K +$499K +3,800 New
BFG
644
Bleakley Financial Group
New Jersey
$498K -$21.1K -161 -4%
SW
645
Simplicity Wealth
New Jersey
$498K +$498K +3,798 New
MCCA
646
Mill Creek Capital Advisors
Pennsylvania
$498K – – –
EWM
647
EPG Wealth Management
Georgia
$497K +$788 +6 +0.2%
MA
648
MCF Advisors
Kentucky
$494K +$174K +1,325 +54%
WPC
649
Wedmont Private Capital
Pennsylvania
$493K +$2.34K +18 +0.5%
CFG
650
Citizens Financial Group
Rhode Island
$492K -$5.75M -43,777 -92%
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